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California Prop 19 & Estate Tax

Transferring Property
to Your Kids?

Prop 19 May Reassess It. Plan Ahead.

Proposition 19 narrowed California's parent-child property transfer exclusion. We help families plan around it — plus estate and trust tax filings.

15+ Years
Experience with California estates
Free
Consultation · No obligation
Since 2012
Serving families in every California county
Free Consultation

Let's Review
Your Transfer.

Tell us about your situation. A member of our team will reach out as soon as possible — no cost, no obligation.

My own family suffered through a grueling, expensive, multi-year probate process to settle my parents' simple estate and obtain guardianship for our sister. With the right legal advice, much of it could have been avoided.

— Devanand (Dave) Singh, Founder & CEO · Succession Legal

Losing both of my parents at an early age taught me that every situation is unique — and uniquely challenging. Many lawyers will say they know how you feel, but I understand that true empathy means respecting your unique emotions and circumstances. After all, no two families are the same, and no two losses are the same.

That's why I started my firm: to help other families avoid the unnecessary nightmare my family went through. It's about giving peace of mind to you now, and ease of mind to your children when you're gone.

Devanand (Dave) Singh
Founder & CEO · Succession Legal
A Better Way

Guessing on Prop 19
Can Cost Thousands.

Many families are surprised by a full reassessment after transferring property to their kids. Planning ahead with the exclusion rules can prevent that.

Guessing on Your Own
What often goes wrong
✕
Missing the narrow eligibility window for the exclusion
✕
Full reassessment at current market value
✕
A dramatically higher annual property tax bill
✕
No coordination between the transfer and estate filings
✕
Surprises discovered only after the transfer is done
Risk
Reassessed
at full market value
VS
Succession Tax
Guided Planning
Plan before you transfer.
✓
Clear read on your Prop 19 exclusion eligibility
✓
Transfers structured to preserve tax basis where possible
✓
Estate and trust tax returns prepared correctly and on time
✓
Step-up in basis analysis to reduce your family's exposure
✓
Coordinated with our probate and trust administration practice
Plan Ahead
Request Your Consultation →
No percentages. No surprises.
The Difference
Planning a transfer before it happens
can mean the difference between
keeping or losing your exclusion.
Find Out More →
No cost · No obligation · Confidential
Take the First Step

Don't Transfer
Until You Know.

A free consultation gives you a clear picture of your exposure and options. No cost, no obligation.

Request a Free Consultation →